Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jon? Claim Your ProfileJon Kilby is a financial advisor with J.P. Morgan Securities LLC. Jon has been in the financial services industry for over 20 years, working with a range of clients including individuals, high-net-worth individuals, and corporations. Jon specializes in providing financial planning, portfolio management, and selection of other advisors. He is also experienced in providing pension consulting services. Jon has a strong track record of success in helping clients reach their financial goals. He holds the Series 6, Series 7, and Series 63 licenses. Jon is registered to offer securities in Illinois, Minnesota, and Wisconsin.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
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2
IL
08/27/2018 - Present
J.p. Morgan Securities LLC (CHICAGO IL)
GA
12/14/2004 - 12/31/2005
PFS INVESTMENTS INC. (DULUTH GA)
FL
05/09/2001 - 12/31/2002
NATIONAL SECURITIES CORPORATION (BOCA RATON FL)
IL
10/06/1999 - 05/01/2001
MADISON SECURITIES, INC. (CHICAGO IL)
BC
Issued 09/07/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/27/2018
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/04/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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